Information Design Tool (IDT) Universe Design Boot Camp


This 2-day course will get you up to date on everything you need to know about the Information Design Tool.

Want to take this course? Please fill out our course request form if there are no available dates below:

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Price: $525 per day

Duration: 2 Days

Overview: This 2-day course will get you up to date on everything you need to know about the Information Design Tool. The full agenda is available at the bottom of this page.

Class Setting: Virtual Environment with Live Instructor

Click to View the Full Agenda

Course Dates: If you are interested in taking this class, please fill out the form below. An account manager will follow up with you shortly.


Module 1: Compare and Convert UNV To UNX Universes

What are the advantages of using IDT versus UDT? What are the new features and benefits in creating
an IDT UNX Universe? What do I do with my old UNV universes? This session will address all the above
questions. The steps to create an IDT universe, its differences from UDT and how to modify reports to
use the new UNX will be covered.

• Basics of Semantic Layer and BO universes
• Getting Started with Information Design Tool interface
• Converting an UNV universe to UNX universe
• Mapping Web Intelligence and Crystal Reports to the new UNX universe

Module 2: Creating Connections and Data Foundations

Creating a connection and data foundation is the first step in a relational universe build. This session
covers the different types of data sources accessed within IDT, the connection parameters, and options,
creating and modifying a data foundation as well as guidelines and tips for good data foundation design.
• Creating local and secured connections, publishing and retrieving the connections from CMS
• Designing a data foundation, identifying tables and columns, joins, keys and cardinalities
• Creating Derived tables, calculated columns, families, comments
• Using data foundation views
• Creating data foundation parameters

Module 3: Creating Business Layers

The business layer of the universe is the user interface between users and databases. This session covers
the design of the different components of a business layer including how a business layer takes
advantage of the data foundation modeling. Creating queries, filters, parameters, and advanced
features will also be covered.

• Designing a business layer based on a relational data foundation
• Creating Folders, dimensions, attributes, measures, filters and validating the objects
• Queries, parameters, Business Layer views and Navigation paths
• Using your UNX to create a Web Intelligence report

Module 4: List of Values, Universe Prompts, Cascading & Otherwise

The list of values and universe prompts are entities that can be authored, shared, and reused across
data foundation and business layer resources. The different types of lists of values and its association
with universe objects such as filters and Prompts will be covered in this session. Steps to create
cascading prompts and navigation paths will also be covered.

• Parameters created in the Data Foundation vs Business Layer
• Static List of Values and List of Values based on Custom SQL
• Parameter definition, association with list of values and parameter usage in a WebI report
• Optimizing Prompts with cascading prompts and custom prompt properties
• Creating a Pre-defined Filter using @Prompt syntax
• Utilizing the new dynamic default value option

Module 5: Resolving Chasm Traps, Fan Traps & Using Outer Joins

This session covers the steps to resolve some common traps in a data foundation design and avoid
incorrect query results. The IDT features to detect and solve loops will also be covered.

• Identifying Fan traps and Chasm Traps
• Resolving traps with Aliases and contexts
• General use of @aggregateaware and resolving traps with @aggregateaware
• Using outer joins
• Setting up optional outer joins

Module 6: Everything You Need to Know About IDT: A Review

This session will be a recap of all the IDT features and functionalities. We will start with two report
requirements and create a universe from start to finish using the techniques we have learned.

• Designing universes to meet report requirements.
• Best practices for Universe development
• Usage of built in @functions
• Using Index awareness

Module 7: Data and Universe Security

Because universes can be used to centralize access to data sources that are sensitive, IDT also offers
security capabilities to control access to these data sources. This session covers the different Security
profiles and rights enforced by the BI platform and the objects access levels.

• Deploying and securing a published universe
• Creating business and data security profiles
• Assigning Security profiles to users
• Using User Defined Attributes in Filters
• Using @BOUSER in Filter

Additional information

Choose Your Course Date

October 19-20, 2023, February 22-23, 2024, July 25-26, 2024, Please Request a Course Below